See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,892 | $74,888+49.4% | $71,209+57.1% | $142,382-21.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.49% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $9,588 | $2,854+235.9% | $2,721+252.4% | $4,299+123.0% |
| Participant deferral / active EE | $12,157 | $4,454+172.9% | $4,175+191.2% | $6,507+86.8% |
| Admin fee / account holder | $6,519 | $5,568+17.1% | $5,349+21.9% | $12,624-48.4% |